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Income Portfolio

Expense Ratio
Dividend Yield

Income PortfolioAsset Allocation

S&P 500

Income PortfolioPerformance

The chart shows the growth of $10,000 invested in Income Portfolio on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $17,564 for a total return of roughly 75.64%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly

Income Portfolio
Benchmark (S&P 500)
Portfolio components

Income PortfolioReturns

As of Apr 18, 2021, the Income Portfolio returned -0.46% Year-To-Date and 4.83% of annualized return in the last 10 years.

Income Portfolio2.01%-0.46%3.15%10.33%5.60%4.83%
Vanguard Total Bond Market ETF
iShares International Treasury Bond ETF
Vanguard FTSE Developed Markets ETF
Vanguard Total Stock Market ETF

Income PortfolioSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Income Portfolio Sharpe ratio is 2.24. A Sharpe ratio higher than 2.0 is considered very good.

The chart below displays rolling 12-month Sharpe Ratio.

Income Portfolio
Benchmark (S&P 500)
Portfolio components

Income PortfolioDividends

Income Portfolio granted a 1.83% dividend yield in the last twelve months, as of Apr 18, 2021.

Dividend yield

Income PortfolioDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.

Income Portfolio
Benchmark (S&P 500)
Portfolio components

Income PortfolioWorst Drawdowns

The table below shows the maximum drawdowns of the Income Portfolio. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the {{portfolioName}} is 10.79%, recorded on Mar 19, 2020. It took 49 trading sessions for the portfolio to recover.

To Bottom
To Recover
-10.79%Mar 9, 20209Mar 19, 202049May 29, 202058
-4.59%May 9, 201332Jun 24, 201381Oct 17, 2013113
-4.44%Sep 8, 201670Dec 15, 2016104May 17, 2017174
-4.34%Jan 29, 2018229Dec 24, 201840Feb 22, 2019269
-3.66%Apr 27, 2015186Jan 20, 201640Mar 17, 2016226
-3.5%Oct 31, 201119Nov 25, 201141Jan 26, 201260
-3.46%Nov 5, 201028Dec 15, 201075Apr 4, 2011103
-2.97%Apr 16, 201036Jun 7, 201026Jul 14, 201062
-2.89%Feb 12, 202116Mar 8, 2021
-2.54%Jul 27, 201148Oct 3, 201118Oct 27, 201166

Income PortfolioVolatility Chart

Current Income Portfolio volatility is 3.90%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.

Income Portfolio
Benchmark (S&P 500)
Portfolio components

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